John Pritchard is a registered investment advisor at Quantum Financial LLC, based in Franklin, TN, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Quantum Financial advisory fees are negotiated and not to exceed 1.50% annually.
Fee Estimator
Location
464 Wiregrass Lane, Franklin, TN, 37064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John works as a business consultant, providing assistance to businesses, and is also a financial accountant/consultant. He is also an equity owner in Fortis Holdings, LLC and NELCO LLC, real estate holding companies; these activities require minimal time.
Employment History
Current Registrations
Quantum Financial LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.